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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1101
Caldwell Trust
Florida
$6.34K – – –
CQS
1102
Credential Qtrade Securities
$6.34K – – –
EWM
1103
Evermay Wealth Management
Virginia
$6.34K – – –
WP
1104
WealthPLAN Partners
Nebraska
$6.34K +$6.34K +200 New
GBT
1105
Grove Bank & Trust
Florida
$6.25K +$6.25K +197 New
BC
1106
Bartlett & Co
Ohio
$6K – – –
EL
1107
EMFO LLC
Florida
$5.9K – – –
IRC
1108
Investors Research Corp
Georgia
$5.9K – – –
JMF
1109
Johnson Midwest Financial
Iowa
$5.83K – – –
OIA
1110
Optimum Investment Advisors
Illinois
$5.71K -$6.34K -200 -53%
AP
1111
Advisors Preferred
Maryland
$5.69K -$15.5K -489 -73%
HS
1112
Horan Securities
United States
$5.45K +$4.44K +140 +438%
RWM
1113
Raffa Wealth Management
District of Columbia
$5.39K – – –
JWA
1114
JFS Wealth Advisors
Pennsylvania
$5.36K +$476 +15 +10%
BBPWM
1115
Blue Bell Private Wealth Management
Pennsylvania
$5.23K – – –
IHWM
1116
Iron Horse Wealth Management
Iowa
$5.07K – – –
AW
1117
Avion Wealth
Texas
$5K – – –
RG
1118
Retirement Group
California
$5K +$3.62K +114 +317%
LF
1119
Lee Financial
Texas
$4.91K -$1.59K -50 -24%
TFP
1120
Tilia Fiduciary Partners
North Carolina
$4.91K – – –
PP
1121
PFS Partners
New Jersey
$4.88K – – –
FCA
1122
Fortis Capital Advisors
Kansas
$4.88K +$444 +14 +10%
TIM
1123
Thompson Investment Management
Wisconsin
$4.75K +$4.76K +150 New
SS
1124
Sunbelt Securities
Texas
$4.37K +$4.44K +140 New
FSWA
1125
Financial Synergies Wealth Advisors
Texas
$4.28K – – –
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